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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

616 hedge funds and large institutions have $7.17B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 308 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-27
Holders Change %
-4.2%
% of All Funds
9.82%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.69%
New
53
Increased
139
Reduced
308
Closed
71
Calls
$3.93M
Puts
$5.68M
Net Calls
-$1.75M
Net Calls Change
-$3.51M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$127M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
AAS
Ameritas Advisory Services
Nebraska
+$26M
5
I
INVST
Indiana
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75M
2
OFG
Oxford Financial Group
Indiana
-$59M
3
RJA
Raymond James & Associates
Florida
-$49.9M
4
GC
GFG Capital
Florida
-$48.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
351
Perennial Investment Advisors
California
$397K -$5.87K -42 -1%
ATC
352
Argent Trust Co
Tennessee
$396K -$97.8K -700 -20%
DWP
353
Destiny Wealth Partners
Florida
$396K – – –
NMG
354
New Millennium Group
Utah
$391K -$15.4K -110 -4%
MFG
355
Magnus Financial Group
New York
$389K +$146K +1,047 +60%
CA
356
Continuum Advisory
Idaho
$387K +$14.2K +102 +4%
GSEP
357
Golden State Equity Partners
California
$385K +$121K +868 +46%
AFO
358
Arrowroot Family Office
California
$384K -$132K -948 -26%
OCM
359
Orion Capital Management
California
$380K -$30.2K -216 -7%
CA
360
Clearstead Advisors
Ohio
$380K +$190K +1,359 +100%
PTC
361
Private Trust Company
Ohio
$378K -$12.7K -91 -3%
FM
362
Family Management
New York
$377K +$377K +2,698 New
AWA
363
Amplius Wealth Advisors
Pennsylvania
$376K – – –
LIA
364
LS Investment Advisors
Michigan
$374K – – –
RA
365
RFG Advisory
Alabama
$373K -$391K -2,797 -51%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$13.8K -99 -4%
IWM
367
IHT Wealth Management
Illinois
$368K -$279 -2 -0.1%
WCM
368
WealthBridge Capital Management
Ohio
$365K -$170K -1,215 -32%
CW
369
Connectus Wealth
Ohio
$363K -$32.4K -232 -8%
FHC
370
First Heartland Consultants
Missouri
$362K -$10.2K -73 -3%
FFA
371
First Foundation Advisors
California
$357K – – –
HSBC Holdings
372
HSBC Holdings
United Kingdom
$355K -$387K -2,773 -52%
EFMC
373
Empire Financial Management Company
New York
$353K -$14K -100 -4%
TB
374
Treynor Bancshares
Iowa
$351K – – –
PA
375
Prism Advisors
California
$349K – – –
13 14
15
16 17